Fisher Investments

International Investment Counselor

Fisher Investments

full-time

Posted on:

Origin:  • 🇺🇸 United States • Florida

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Job Level

Entry Level

About the role

  • Work with our UK clients to build a trusting and professional relationship
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
  • Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities
  • Partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and sales team
  • Report to your group manager and participate in training program

Requirements

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management, financial and client services
  • Required to pass the Series 65 exam or equivalent
  • Achieve results and provide unparalleled service
  • A thoughtful consultative approach with an emphasis on client focus